COMPARE · Data as of August 27, 2026
EOG vs FANG
Verdict: Side-by-side breakdown using the Bull Rankings model. EOG scored 61.7, FANG scored 36.8 — EOG leads.
Compare another set
EOG
EOG Resources, Inc.
61.7
$144.50 · $75.8B
fundamentals as of
Score gap
24.9
EOG leads
FANG
Diamondback Energy, Inc.
36.8
$200.52 · $56.1B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestEOG11.2x
- Fastest growthFANG+21.4%
- Strongest balance sheetEOG0.26
- Highest qualityEOG92 / 100
- Largest discount to fair valueEOG-6%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
EOG
stronger →← stronger
FANG
92
Qualityreturns · margins · balance sheet
60
50
Growthrevenue & earnings expansion
50
51
Valuevaluation vs sector peers
17
EOG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EOG
FANG
$6.6bB+
FCF
$3.7bB
+19.1%B+
Rev
+21.4%A-
0.26A-
D/E
0.29A-
11.2xB+
P/E
38.1xC
1.17B+
PEG
20.62D
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
EOG
FANG
6% below
Price vs fair valuelower is cheaper
25% above
~-3%/yr
Growth the price implies10-yr FCF · lower = less priced in
~4%/yr
+18%
1-yr DCF upside
-11%
+6%
5-yr DCF upside
-20%
-8%
10-yr DCF upside
-31%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EOG
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
FANG
Why this score
- Buying back stock
- Raising its dividend
- Cyclical growth
The companies
EOGEOG Resources, Inc.
Why now
Oil & Gas E&P · market cap $75.8b. 6% off the 52-week high of $153.67. Revenue growing +19%, comfortably above the S&P median. 27 sell-side analysts rate this a Buy with a mean 1-yr target of $159.96 (implying +11% upside).
Moat
Net margin 25% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 22% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 96% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Commodity exposure — earnings power tracks the price of the underlying commodity, not management execution. A 15-20% move in the commodity reprices the equity well before fundamentals catch up.
FANGDiamondback Energy, Inc.
Why now
Oil & Gas E&P · market cap $56.1b. 8% off the 52-week high of $216.90. Revenue growing +21%, comfortably above the S&P median. 28 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $232.54 (implying +16% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong. $56.1b market cap gives the company enough scale to absorb fixed costs that subscale competitors can't, without yet being so large that growth has to come from acquisition.
Risk
Trailing P/E 38x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates. ROE 4% is below the long-run sustainable threshold of ~10% — capital efficiency would need to improve for the equity base to compound at the market rate. Production-cost sensitivity — top-quartile cost producers generate cash through the cycle while marginal producers burn it; watch the cost-per-unit trend, not just headline revenue.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where EOG and FANG diverge
On the headline score the gap is 24.9 points in favor of EOG. The widest single difference is Value, where EOG leads by 34.2 points.
- ValueEOG 50.9 · FANG 16.7EOG +34.2
- QualityEOG 92.3 · FANG 59.9EOG +32.4
- GrowthEOG 50.0 · FANG 50.0level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.